Connecting Ping to Double

Overview

Double is a practice management and month-end close platform that integrates directly with QuickBooks and Xero. Ping’s integration with Double allows you to automatically sync meeting notes to your client’s profile in Double, helping your team stay organized and close the books faster.

How to Connect Double

1. Go to Settings → Integrations in Ping.

2. Under Practice Management, find the Double integration card.

3. Enter your Client ID and Client Secret (these are provided by your Double account).

4. Click Connect.

Ping will use the client’s email address to match records and automatically sync notes to the correct client profile in Double.

Syncing Meeting Notes to Double

Once connected, you can push meeting notes from any recorded meeting directly into Double:

1. Navigate to your meeting in Ping.

2. Click the Meeting Notes tab.

3. Select Sync to Double.

Your meeting notes will then appear under the corresponding client profile in Double.

Notes

• The integration matches clients based on their email address in both systems.

• You can disconnect Double anytime from the Settings → Integrations page.